Orion's CRM for Hedge Fund Management facilitates easy tracking of application and redemption from funds offering an insight into the potential money flows from investors. Tracking of the sign up process assists with due diligence and compliance. The marketing team can easily communicate to investors by automating the send out of monthly financial reports and other information such as newsletters and product related matters.
The system, built on Microsoft Dynamics CRM and Microsoft Office, can be run On Premise or in the Cloud. The familiarity of Office makes this an easy to use application that meets some complex business challenges.
CRM for Hedge Fund Management has not been reviewed by any customers.
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